Equity Analyst, LightStream Research

Nuzran Sahib

Equity Analyst

Long-Short Analysis on Japan, Asia and the World

LightStream Research

LightStream conducts quantitatively rigorous and data-driven analysis with a focus on Japan and Asia.

We consistently cover the Tech, Consumer and Industrial sectors, and provide ECM and Events coverage more broadly.

We supplement traditional qualitative insights from company relationships with a robust quantitative foundation that examines as much historical data as is available.
We further refine the accuracy of our insights and calls through the use of alternative data to flesh out current trends, and through a valuation framework that emphasises non-superficial peer group selection and a proper attempt to understand the metrics and changes that have driven security valuations in the past.

Equity Bottom-Up

InterGlobe Aviation Ltd / Equity Bottom-Up

Deadline Extended for the Expression of Interest for Air India PrivatisationThe Government of India announced its plan to sell 76% of Air India, including the LCC subsidiary and 50% of AISATS, a JV between Air India and Singapore Air Terminal Service involved in ground handling. The announcement was made on 28th March, and the government is expecting Expressions of Interest (EOI) by 31st May 2018 with an intention to complete the sale by the end of 2018. On 1st May, the Ministry of Civil…

Deadline Extended for the Expression of Interest for Air India PrivatisationThe Government of India announced its plan to sell 76% of Air India, including the LCC subsidiary and 50% of AISATS, a JV between Air India and Singapore Air Terminal Service involved in ground handling. The announcement was made on 28th March, and the government is expecting Expressions of Interest (EOI) by 31st May 2018 with an intention to complete the sale by the end of 2018. On 1st May, the Ministry of Civil…

Divestment of Air India Unlikely to Proceed with Current Terms and Conditions

Chacko Jacob

Thematic (Sector/Industry)

While Tony Fernandes had hinted in January 2018 that an AirAsia India IPO was around the corner, he reiterated it with a tweet yesterday morning, saying:<figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/047/743/original/a1.png?1521538175" class="editor-image img-responsive" data-smartkarma-image-id="47743"></figure><div style="text-align: left;" class="content-caption">Source: Twitter</div>Despite his confidence, the listing is unlikely to happen this year unless he plans to take the QIB (qualified institutional buyer) route. QIBs have flocked to new issues in recent months, like in the case of <a href="http://www.financialexpress.com/market/bharat-dynamics-ipo-updates-rs-960-crore-public-offer-subscribed-bidding-details-retail-institutional-investors-hnis-qibs/1098585/" target="_blank">Bharat Dynamics</a> and <a href="http://www.newindianexpress.com/business/2018/mar/20/bandhan-banks-ipo-oversubscribed-by-1463-times-1789576.html" target="_blank">Bandhan Bank</a>. But a quick analysis of shareholding patterns in currently listed airline stocks shows…

While Tony Fernandes had hinted in January 2018 that an AirAsia India IPO was around the corner, he reiterated it with a tweet yesterday morning, saying:Source: TwitterDespite his confidence, the listing is unlikely to happen this year unless he plans to take the QIB (qualified institutional buyer) route. QIBs have flocked to new issues in recent months, like in the case of Bharat Dynamics and Bandhan Bank. But a quick analysis of shareholding patterns in currently listed airline stocks shows…

If AirAsia India Heeds to Tony’s Yearning for an IPO, QIB Route May Be the Only Option

India

InterGlobe Aviation Limited provides passenger airlines services. The Company offers ground management, air transportation, terminal maintenance, and other services. InterGlobe Aviation conducts its business globally.

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InterGlobe Aviation Ltd (INDIGO IN)

Divestment of Air India Unlikely to Proceed with Current Terms and Conditions

Deadline Extended for the Expression of Interest for Air India PrivatisationThe Government of India announced its plan to sell 76% of Air India,...

Nuzran Sahib

If AirAsia India Heeds to Tony’s Yearning for an IPO, QIB Route May Be the Only Option

While Tony Fernandes had hinted in January 2018 that an AirAsia India IPO was around the corner, he reiterated it with a tweet yesterday morning,...

Chacko Jacob

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